How programs can start
Navigators can use named, provisioned EHR access and write structured notes back. Discovery need not wait for an interface build.
For your team / CIO, IT and security
Fit the workflow into the systems and controls you already trust.
Your system stays the system of record. Every field, access grant and failure path is defined before a vendor talks to patients or writes back.
Every field needs a purpose and a failure path.
Minimum data moves through bounded access, action, writeback, and audit controls.
- 01Minimum data set
- 02Identity and access
- 03Permitted processing
- 04Dependency failure
- 05Source-system writeback
- 06Audit evidence
The customer system remains the system of record. Company posture alone does not clear a workflow.
Every field needs a purpose and a failure path. Minimum data moves through bounded access, action, writeback, and audit controls. The diagram shows Minimum data set, Identity and access, Permitted processing, Dependency failure, Source-system writeback, Audit evidence. The customer system remains the system of record. Company posture alone does not clear a workflow.
Data flow
Every stage, with its data, its actor and its failure behaviour
The exact field list is program-specific and minimum-necessary.
| Stage | Data involved | Who acts | If it fails |
|---|---|---|---|
| Eligibility input | Minimum-necessary fields for the inclusion rule, from a named source | Your system | No list, no outreach. The program pauses rather than proceeding on stale data. |
| Agent work | Approved script, responses, disposition and call metadata | AI voice agent within the approved action set | Stop condition fires. The case becomes an owned exception with context. |
| Navigator exception | Trigger, prior attempts, permitted actions, destination and fallback | Navigator, under named provisioned access, where included in scope | Aging escalates to the named fallback owner and the activation is recorded. |
| Clinical thread | Context required for the licensed owner to act | Your designated licensed team | Unaccepted threads age visibly. Escalation without acceptance is never closure. |
| Disposition | Final state, reason, dependency, timestamps and actor | Whoever accepted the work | A case with no final state is reported as open and aging, not quietly dropped. |
| Reconciliation | Match or mismatch against your source of truth | Joint | Reconciliation failures are counted and reported as their own measure. |
Your system remains the system of record. Rely produces a work record about the coordination; it does not become the authoritative source for clinical data.
Day 1
Starting without an integration project
Discovery can begin without pretending provisioning and review disappear.
What this is not
Integration may still be needed. Provisioning, least privilege, identity governance, training and program clearance still apply.
What your team approves
The access model, minimum-necessary fields, prerequisites, and write-back path are defined for the program before work begins.
Controls
What we document, by area
| Area | What we provide in diligence | Status |
|---|---|---|
| Identity and access | Role access matrix, least privilege, provisioning, deprovisioning and access review | Dated material provided in diligence |
| Integration | Architecture and data-flow diagrams, field inventory, minimum-necessary rationale and dependencies | Program-specific |
| Testing and monitoring | Pre-launch edge and failure tests, thresholds, sampled trace review and named recipients | Program-specific |
| Retention and subprocessors | Retention, deletion, current subprocessors, their purposes and change notification | Dated material provided in diligence |
| Incidents and continuity | Incident response, contracted notification, disaster recovery, degradation and fallback | Contracted terms govern |
Every one of these is provided as a current dated artifact, not as a claim on a page. If a document is out of date when you ask for it, that is a finding and we would rather you catch it.
The ask
Review one workflow's data flow with your security analyst.
Send your vendor questionnaire first. We will answer it, identify each unresolved item and name its owner. Then we walk one data flow end to end, field by field and failure by failure.
- You leave with an initial field inventory and access model.
- Delivery, IT, and Security owners and decision paths remain explicit.
- Model use, subprocessors, navigator access, recording and consent are settled in contracted and program-specific terms, not inherited from another workflow.
Send us your vendor questionnaire.
We will answer it against one specific workflow and identify every unresolved item, its owner, and the decision needed.